RT Bloomberg Opinion (@opinion)@EconBerger @JonathanJLevin @AllisonSchrager Jobs Day: There was robust hiring in food services and drinking places, too, with an additional 37,000 jobs ☕️🍽️https://t.co/IDe2ypIzco ...

RT Bloomberg Opinion (@opinion)Jobs Day: Hiring was driven by jobs in health care, food services and drinking places and social assistance.Tune in for live analysis of the data:https://t.co/IDe2ypIzco ...

Group 1 - Morgan Stanley lowered the price target on Aramark (ARMK) to $43 from $44 [1] - The firm maintains an Equal Weight rating on Aramark shares [1] - Aramark's organic growth of 13.8% missed estimates by approximately 200 basis points [1] Group 2 - The 2026 guidance provided by Aramark was roughly in line with expectations [1]

Core Points - Sodexo executed a share buyback program from November 10 to November 14, 2025, purchasing a total of 196,658 shares at a weighted average price of €46.6214 [1] - The share buyback was authorized by the Shareholders' Meeting held on December 17, 2024, and aims to fulfill obligations related to free shares award plans [1] - Detailed transaction information is available on the Sodexo website [1] Company Overview - Founded in 1966 in Marseille, Sodexo is a leader in Food and Services, focusing on improving everyday experiences across various sectors [2] - The company operates in 43 countries and serves 80 million consumers daily [5] - As of October 22, 2025, Sodexo has a market capitalization of €8.3 billion and employs 426,000 people [5]

Group 1: Market Performance - Major U.S. equities indexes showed mixed results, with the S&P 500 and Nasdaq slightly higher while the Dow edged lower [1] - Alphabet (GOOG, GOOGL) shares surged following Berkshire Hathaway's disclosure of a stake in the company [2] Group 2: Company-Specific Developments - YouTube TV secured a deal with Disney, potentially enhancing its content offerings [2] - Dell Technologies (DELL), HP (HPQ), and Hewlett Packard Enterprise (HPE) experienced declines due to downgrades from Morgan Stanley, which cited rising memory chip prices as a concern for computer hardware earnings [3] - Aramark (ARMK) shares fell after reporting weaker-than-expected results and guidance, raising concerns about macroeconomic conditions and consumer spending [4] Group 3: Other Market Movements - E.W. Scripps (SSP) shares rose after Sinclair (SGBI) disclosed an 8.2% stake in the company, indicating a potential acquisition move [2] - Sealed Air (SEE) shares dropped as the company agreed to be taken private by investment firm CD&R [3] - Oil and gold futures declined, while the yield on the 10-year Treasury note slid [4]

For the quarter ended September 2025, Aramark (ARMK) reported revenue of $5.05 billion, up 14.3% over the same period last year. EPS came in at $0.64, compared to $0.54 in the year-ago quarter.The reported revenue represents a surprise of -2.11% over the Zacks Consensus Estimate of $5.16 billion. With the consensus EPS estimate being $0.65, the EPS surprise was -1.54%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their ...

Financial Data and Key Metrics Changes - For fiscal 2025, the company reported revenue of $18.5 billion, a 6% increase compared to the prior year, with organic revenue growth of 7% [16][20] - Adjusted operating income for the fourth quarter was $289 million, growing 6% on a constant currency basis, while full-year adjusted operating income was $981 million, up 12% [17][18] - The adjusted EPS for the fourth quarter was $0.57, a 6% increase, and for the full year, it was $1.82, reflecting almost 20% growth [20][21] - The consolidated leverage ratio improved to 3.25 times, the lowest level in nearly 20 years, down from 3.4 times a year ago [21][22] Business Line Data and Key Metrics Changes - The FSS US segment grew organic revenue by 14% in the fourth quarter, driven by workplace experience and collegiate hospitality [8][16] - The international segment also reported consistent double-digit organic revenue growth of 14% in the fourth quarter, with strong contributions from the U.K., Canada, and Latin America [12][13] - The healthcare segment achieved its best performance in over two years, with significant new business wins contributing to growth [9][10] Market Data and Key Metrics Changes - The company experienced an industry-leading client retention rate of 96.3%, contributing to a net new business growth of 5.6% [6][7] - The collegiate sports business saw double-digit revenue growth, with per capita rates up 14% year over year [9][10] - The global supply chain added over $1 billion in new purchasing spend for the second consecutive year, primarily from various sectors including healthcare and education [13][14] Company Strategy and Development Direction - The company is focused on delivering exceptional hospitality services and maintaining high client retention rates, with a goal of achieving net new business growth of 4-5% in fiscal 2026 [7][23] - Strategic investments are being made in advanced technologies to enhance operational efficiencies and client service capabilities [19][22] - The company aims to leverage its strong new business pipeline and expand its presence in various sectors, including healthcare and collegiate sports [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, citing strong new business wins and high retention rates as key drivers for future performance [4][25] - The company anticipates organic revenue growth of $19.45 billion to $19.85 billion for fiscal 2026, representing a growth of 7%-9% [22][23] - Management acknowledged the impact of inflation, estimating it around 3% as they continue to manage the macro environment effectively [14][21] Other Important Information - The company has taken decisive actions to reduce future medical expenses related to elective lifestyle prescriptions, which are expected to positively impact costs going forward [18][19] - The company is committed to optimizing capital allocation priorities, including increasing dividends and stock repurchases [22][23] Q&A Session Summary Question: Can you delve into the shift in timing for new account openings? - Management indicated that the shift occurred across multiple businesses, including corrections and healthcare, and was client-driven rather than company-driven [30][31] Question: What is the expected cadence for the UPenn contract in 2026? - The UPenn contract will begin operations in February and will be staged over several months, with expectations for significant new business contributions throughout the year [32][33] Question: Can you discuss the margin trajectory with new wins? - Management noted that while there may be some incremental startup costs associated with new contracts, these will be offset by productivity improvements and efficiency initiatives [37][41] Question: What is the outlook for retention rates moving forward? - Management expressed a strong commitment to maintaining a retention rate above 95%, with aspirations to achieve even higher levels [99][101] Question: Can you elaborate on the restructuring measures in the international business? - The restructuring is aimed at streamlining SG&A and optimizing operations, despite the international segment's strong growth performance [75][76]

Core Viewpoint - The recent drop in temperature in Chengdu has led to a surge in "warm consumption," with increased demand for hot pot, tea, and heating appliances, indicating a shift in consumer behavior towards winter-related products and services [1][6]. Group 1: Consumer Behavior - The cold weather has resulted in a 40% increase in customer traffic at hot pot restaurants and tea houses, with reservations nearly doubling compared to previous weeks [3][6]. - Families are increasingly dining out, with over 50% of customers in tea houses being families, leading to an average of 200 customers per day, a 40% increase from before [3][6]. - Restaurants are adapting by expanding service hours and increasing staff to accommodate the rising number of patrons [3][5]. Group 2: Retail Trends - Sales of heating appliances in Chengdu have surged by 110% year-on-year since late October, making it the second-highest in the country, with heaters being the most popular item [6][8]. - The "Double 11" shopping festival has seen a notable increase in sales of winter-related products, including pet heating blankets and warm clothing, reflecting a shift in consumer priorities towards comfort and warmth [6][8]. - Physical retail stores are experiencing a significant uptick in sales of winter apparel, with sales of down jackets and thermal underwear increasing by over 30% [8].

Full Year and Q4 Fiscal 2025 Earnings Results N O V E M B E R 1 7 , 2 0 2 5 Fiscal 2025 Earnings Results Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These statements reflect our current expectations as to future events based on certain assumptions and include any statement that does not directly relate to any historical or current fact. These statements include, but are not limited to, statemen ...

Nov 17, 2025 6:33 AM Eastern Standard Time Aramark Reports Earnings Results for Fiscal 2025 Share Fourth quarter and full year 2025 results include a 53rd week of operations FISCAL 2025 YEAR-OVER-YEAR SUMMARY Q4 YEAR-OVER-YEAR SUMMARY PHILADELPHIA--(BUSINESS WIRE)--Aramark (NYSE: ARMK) today reported results for the fourth quarter and full year of fiscal 2025. "Fiscal 2025 represented many consequential milestones for the Company, contributing to the strong growth trajectory ahead,†said John Zillmer, Aramar ...